* Extrordinary Advisors should always ask for and their orbiters should always deliver customized, uniquely designed Profitable Added Value Experiences

  “I engaged Kevin to train my branch advisors on his Fear Extinguisher Process ....His results directly enabled the branch to track and document advisor conversations to permit sales follow-up and encourage easy, enjoyable and purposeful later conversations with prospects... (more)
  - Dennis Madigan,Branch Manager
TD AMERITRADE Short Hills NJ Branch

 

 

Profitable Added Value Experience™ (P.A.V.E.)

The success of the B/Ds, vendors, sponsors, products, etc. are INEXTRICABLY LINKED to the success of the advisors they serve.

Both groups recognize the Extraordinary Advisors entrepreneurial skills and needs
Vendors need to lessen their bureaucratic appearances and cater to the entrepreneurial needs of the reps
All should recognize that the Extraordinary Advisors' entrepreneurialism is the engine pulling the fortunes of their B/D/RIA, their vendors and their product sponsors.

It is in EVERYONE’s interest to do more than pay lip service to those things that truly add value to the Extraordinary Advisors practice.

IF IT DOESN’T TRULY LIFT THE PRACTICE’S SELLING PRICE, IT CAN’T BE PROFITABLE ADDED VALUE.

Simplify Your Independence
EABTP™
Extraordinary Advisor Breakthrough Process™
Fear Extinquisher
Advisor Improvement
When & How to Quit
The Ten No Go Zones
Profitable Added Value Experience™
The Rehearsal Dinner™

If it doesn't necesssarily (eventually) help the B/D, vendor or wholesaler, in a measureable financial way, it can't be Profitable Added Value.

 

 

 


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Copyright 2008 Kevin J. Cullen, Esq. All rights reserved.